As the situation surrounding COVID-19 continues to develop daily, at Fidelius we are doing everything we can to ensure that we keep our people safe while continuing to deliver the high quality, personal service our clients are used to. 

As such, we are closing our offices for all meetings, but we will continue to provide our full service, our staff are set up to securely work remotely and be able to continue ‘Business As Usual’.

Annual Reviews will still take place as scheduled but will be conducted telephonically or by Video Conference (VC).

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Planning for tomorrow, today

Through a full financial planning relationship we help clients solve real life issues. We listen. We challenge. We delve deep to identify objectives. Because we believe in understanding the bigger picture and forging relationships that are built on trust.

"When it comes to handling my money and offering important advice, I wouldn’t use anybody else."

- David Flatman

Wealth Management

Throughout our lives, priorities and objectives change – and the journey is different for every one of us. Ensuring your financial plans are aligned with your specific goals gives you the freedom to live the life you’ve always wanted.

Our experienced and highly qualified financial planners will work closely with you to understand where you are currently, and where you want or need to be. Using this ‘big picture’ approach, we then create a structured and holistic personal financial plan, clearly outlining our recommendations, focussed entirely on helping you achieve what's important to you.

Managing your wealth

Employee Benefits

Keeping your people happy and motivated is crucial to any business. Get that right, and you have every chance of building an organisation that's both productive, profitable and a great environment to be a part of.

But with so many solutions available, you're likely to need some help choosing the ones that are right for you and your budget. Thankfully, our highly experienced team develop and deliver a wide range of employee benefits solutions, tailored exactly to your needs.

Pensions & Benefits Benefits Platform Auto-enrolment Financial Education

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